Wirehouse Firms
Learn the ins and outs of the wirehouse channel, including news, analysis and more on Bank of America-Merrill, Morgan Stanley, Wells Fargo and UBS.
UBS Wealth Unit Sees $9B Outflows in the Americas
By Myriam Balezou and Macarena MunozGlobal wealth inflows of $38 billion, though, were boosted by a strong Asia performance in the third quarter.
October 28, 2025
UBS Seeks Broader U.S. Banking License to Boost Wealth BusinessThe firm aims to give wealth clients payment, checking and savings account services, according to a memo.
October 21, 2025
Wells Fargo Advisors' 2026 Comp Plan Boosts Pay for Multi-Gen AccountsThe firm is maintaining the core structure of its compensation plan for the fifth year in a row.
October 20, 2025
Dynasty and Diamond Roll Out Transition Help for $1B Advisor TeamsThe Breakaway Investment Banking Initiative is intended to help elite teams decide on their next move.
October 20, 2025
Morgan Stanley's Wilson Says Too Early to Give Stocks All-ClearInvestors should stay cautious due to risks tied to trade tensions and slowing earnings revisions, he says.
October 13, 2025
86-Year-Old Says Merrill, UBS, TD Failed to Stop FraudThe firms ignored a series of unusually large withdrawals, according to a lawsuit.
October 13, 2025
Ex-BofA Banker Gets Life Sentence for Exec's MurderAnthony Duwayne Turner was convicted in August of murdering his former girlfriend, BofA exec Michelle Avan.
October 10, 2025
Morgan Stanley to Expand Client Access to CryptoThe company had limited availability to certain investors and account types, CNBC noted.